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IAM Advisory’s VanEck BDC Income ETF BIZD Stock Holding History

IAM Advisory’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-18,965
Closed -$269K – 98
2025
Q4 		$269K Buy
18,965
+812
+4% +$11.6K 0.06% 84
2025
Q3 		$271K Buy
18,153
+3,090
+21% +$49.4K 0.06% 87
2025
Q2 		$245K Sell
15,063
-12,042
-44% -$188K 0.06% 87
2025
Q1 		$454K Buy
27,105
+1,538
+6% +$26.3K 0.12% 77
2024
Q4 		$425K Buy
+25,567
New +$422K 0.11% 77
2024
Q3 		– Sell
-15,665
Closed -$268K – 103
2024
Q2 		$268K Buy
+15,665
New +$264K 0.07% 86

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

IAM Advisory's BIZD Position: Q1 2026 in Review

IAM Advisory sold out of VanEck BDC Income ETF (BIZD) in Q1 2026, closing a stake of 18,965 shares — an estimated $269K sold.

IAM Advisory first reported a position in BIZD in Q2 2024 and held it in 6 quarters. The position peaked at $454K in Q1 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

  • IAM Advisory reported no remaining VanEck BDC Income ETF position as of Q1 2026 after selling out during the quarter.
  • IAM Advisory sold 18,965 VanEck BDC Income ETF shares in Q1 2026, an estimated $269K.
  • IAM Advisory first reported a position in VanEck BDC Income ETF in Q2 2024 and held it in 6 quarters.
  • IAM Advisory's VanEck BDC Income ETF position peaked at $454K in Q1 2025.
  • 235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on IAM Advisory's 13F filing for Q1 2026, filed 10 Apr 2026.